Finance & consulting professional
Reestablishment of prior activities – conducted ~25 business planning, due diligence, investment and fundraising projects. Responsible for market research, industry analysis, predictive models, strategy development, forecasting and project management. Several recurring clients.
Oversaw scaling and infrastructure buildout for financial technology marketplace enabling asset backed lending for blockchain / distributed ledger technology assets such as cryptocurrencies. Drove business planning, investment and fundraising projects. Responsible for accounting regulation compliance, audit work, financial reports, HR/payroll/benefits, asset management, treasury, insurance, partnerships, and capital markets activities.
Conducted ~10 business planning, due diligence, investment and fundraising projects. Responsible for market research, industry analysis, predictive models, strategy development, forecasting and project management.
Independent Consultant to Telecom Carriers, Private Equity Firms & Hedge Funds
Oversaw M&A and integration planning, as well as capital markets transactions. Responsible for supporting reporting and accounting/audits, investor relations, board meetings and special projects from executives. Managed up to 4 direct/indirect reports + external professionals. # Drove debt and equity issuances; completed $450M initial public offering & $600M follow on. Refinanced/ issued over $4B in debt at more attractive rates, saving ~$200M in annual interest expenses. # Drove large scale M&A completed $675M acquisition and bridge loan for Latisys, a data center company. # Solely ran smaller M&A completed $51M acquisition of Ideatek, a Kansas-based fiber company. # Sourced M&A opportunities and drove acquisition pipeline; compiled actionable list of 30 targets. # Spearheaded integration planning efforts to ensure quick integration of targets.More
Oversaw debt financing and transaction execution. Responsible for business development across metals & mining, technology, sustainability and health care. Hired & trained junior staff and managed up to 6 direct/ indirect reports. # Pitched for mandates; completed $150M convertible preferred financing for satellite company. # Supported public debt offerings; completed $500M dividend recapitalization for consumer/licensing company. # Educated CEOs & CFOs on market opportunities; completed $150M bond offering for sustainability company. # Devised flexible financing alternatives; completed $25M debt financing for industrial company. # Drove lender/investor targeting; completed $90M acquisition financing for online gaming company. # Marketed companies and created financing alternatives; completed $25M equity raise for technology company.More
SENIOR FINANCE & OPERATIONS EXECUTIVE Chief Financial Officer with nearly $30B of M&A and capital markets experience across telecom, technology / SaaS, industrial, medical, and other sectors. Deep-rooted passion for analytical problem solving and 15+ years experience delivering superior financial management solutions across multiple industries. Strong restructuring and operations management background. Equally skilled in strategic planning, acquisition integration, process improvement and project management. Strong international experience. MBA Private Equity | Financial Management | Mergers & Acquisitions | Integrations | Process Automation | Restructuring | Board Reporting | Operations Management | Strategic Direction & Insight | Cash Flow Planning | Key Performance Indicators | Managerial Accounting | Financial Analysis | Due Diligence & Valuation | Annual Budgeting | P&L Management | Accounting Systems | Internal Controls | GAAP | Transfer Pricing | Contract Negotiation | Leadership
- Value Creation Strategy
- Strategic Planning
- Strategic Transformation Project Management
- Pricing Analysis & Optimization
- Market Landscape
- Market Research Project Management
- Market Mapping & TAM Analysis
- Voice of the Customer Research
- Business Process Redesign
- Commercial Operations
- Process Improvement
- Operations Project Management
- Financial Planning & Analysis
- Demand Forecasting
- Financial Modeling
- Finance Project Management
- Market Segmentation
- Competitive Analysis
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